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Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

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Insurance Word Cloud on Dry Erase Board

Why Do I Need Homeowners’ Insurance?

When I sat for the CERTIFIED FINANCIAL PLANNERTM exam I learned way more than I ever wanted to about different forms of homeowner’s insurance (basic form, broad form, etc.) and will now pass the ...
Empty buckets

IRA Vs. 401(k) Vs. ROTH – Part 2

Last week, we talked about the differences between an IRA and a 401(k). Both are types of retirement accounts, and the 401(k) is typically administered through an employer, whereas almost anyone can ...
Empty buckets

IRA Vs. 401(k) Vs. ROTH – Part 1

I have found that professional, super-smart people, that I personally know, do not know the difference between an IRA, a Roth IRA, and a 401(k). That will simply not do. You need to know this stuff. ...
caregiver helping senior woman

The Ins and Outs of Long-Term Care Insurance

Some people think that when they get older and they have to go into an assisted living or nursing home facility, they will just be covered by Medicare or their regular health insurance. Wrong. ...
Minor Child as a Beneficiary

Why You Shouldn’t Name a Minor Child as Your Beneficiary

Continuing with September as National Life Insurance Awareness month  One of the main reasons people have life insurance is because they have young kids. Often, people think that they should name ...

Do I really need life or health insurance?

September is National Life Insurance Awareness month. So, this month on the Journal I’ll be posting about all things insurance. Insurance is. well, sometimes you just must have it. Nobody really, ...
Marking Number On Lottery Ticket

Winning the Lottery!

July 17th was National Lottery Day. So, did you play? Let’s imagine that you did, and you won. Congratulations! What’s the first thing you should do? If your answer was, post it on Facebook, you ...
Stack of credit cards

Credit Card Benefits

We all know the basic benefits of a credit card—allowing you to pay for things over time and building your credit, and you might even be familiar with rewards such as cash back, miles, or points, as ...
Credit Cards and Passport

Credit Card Travel Hacking

Gen Y & Z are seemingly obsessed with “hacks”. I know my 12-year-old son is always talking to me about various “life hacks” that he sees on TikTok. But one of the original life hacks is using ...

Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."


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